Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,350 | $176,077+29.1% | $159,455+42.6% | $167,518+35.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.61% | 331.83%-318.2pp | 263.63%-250.0pp | 478.71%-465.1pp |
| Employer contribution / active EE | $13,895 | $5,298+162.3% | $4,830+187.7% | $4,838+187.2% |
| Participant deferral / active EE | $9,169 | $7,751+18.3% | $7,353+24.7% | $6,342+44.6% |
| Admin fee / account holder | $10,010 | $12,556-20.3% | $10,800-7.3% | $12,312-18.7% |